Camaron Joseph Barta
Investment adviser representative at Bxm Wealth LLC
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$231.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Bxm Wealth LLCJul 2024 to now
- Schwab Wealth Advisory IncFeb 2018 to Jul 2024
- Charles Schwab & Co., Inc.May 2016 to Feb 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
Bxm Wealth LLC
$231.3MAssets managed
61Clients
5Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6653360
- Firm CRD
- 332544